Jônatas Kaizer Email & Phone Number

Burnaby, Bc, Ca

Oversee and lead the Financial Planning and Analysis (FP&A) team.Develop and implement efficient financial planning, budgeting, and forecasting processes.Collect, analyze, and interpret financial data to provide strategic insights and business recommendations.Prepare financial performance reports for the board and internal stakeholders.Collaborate with other teams, such as accounting and operations, to ensure the accuracy and integrity of financial data.Identify… Show more Oversee and lead the Financial Planning and Analysis (FP&A) team.Develop and implement efficient financial planning, budgeting, and forecasting processes.Collect, analyze, and interpret financial data to provide strategic insights and business recommendations.Prepare financial performance reports for the board and internal stakeholders.Collaborate with other teams, such as accounting and operations, to ensure the accuracy and integrity of financial data.Identify opportunities for improvement in financial processes and propose innovative solutions.Keep abreast of market trends and best practices in financial planning to keep the company competitive. Show less

Implement, structure and automate the Company's accounting closing, through interaction with the engineering/data architecture team. In addition to creating dashboards for Comex containing information by clusters (customer profile, income, credit risk, etc.).Project feasibility analysis, development of performance monitoring indicators, structuring of reports and dashboards through BI (Quicksight), data analysis through SQL's and Python, aiming to bring value to the company and assist… Show more Implement, structure and automate the Company's accounting closing, through interaction with the engineering/data architecture team. In addition to creating dashboards for Comex containing information by clusters (customer profile, income, credit risk, etc.).Project feasibility analysis, development of performance monitoring indicators, structuring of reports and dashboards through BI (Quicksight), data analysis through SQL's and Python, aiming to bring value to the company and assist executives' decision-making. Furthermore, the management of strategic projects for the company is part of my activities (Project capitalization/Capex).Generate financial information and tools for different areas of operation with the aim of positively impacting and directing the decisions and results of the business units;Leading the management closing process (P&L and Cash Flow), consists of managing deadlines, process improvements and assertiveness in delivery;Calculation of managerial results and comparison with similar metrics (budget, forecast, previous month, etc.), ensuring correct accounting according to internal standards and procedures;Ensure alignment of concepts and processes between areas of FP&A, Accounting, Expense Management, among others, certifying annual budget compliance and controlling specific issues that require depth;Reading facts and correlations between different areas, in order to mitigate risks or minimize impacts;Support the preparation of long-term strategic planning and the annual budget process;Implementation of control systems, policies and procedures. Show less

Belo Horizonte, Minas Gerais, Brasil

Project feasibility analysis, development of performance monitoring indicators, structuring of reports and dashboards through BI (Tableau), data analysis through SQL's and Python, aiming to bring value to the company and assist executives' decision-making. Furthermore, the management of strategic projects for the company is part of my activities.Active participation in the pioneering capital migration, from B3 to Nasdaq.

Belo Horizonte, Minas Gerais

Budget monitoring and preparation;Support the creation, review and consolidation of the budget/forecast for all administrative areas of the company; Analyze Actual x Budget variations monthly;Monitor area expenses with managers; Participate in economic-financial feasibility studies for projects in the area.Active participation in the IPO process on the American stock exchange.

Confins, Minas Gerais

Support in the elaboration of the monthly Forecast; Responsible for cost analysis; Support in preparing the annual budget; Preparation of results presentations for the Board; Actual versus budgeted analysis and previous year; Preparation of KPI's; Consolidation and reporting, cash flow management and GMD analysis.

Belo Horizonte

Elaboration of the multiannual budget, strategic planning and capital plan, monitoring of results (budgeted x realized), project feasibility analysis, development of performance monitoring indicators, structuring of reports and views through BI (Business Intelligence), statistical analysis through the “R” software are activities that permeate the day-to-day and guarantee reliable information for the decision making of the company's executives. Implementation of the GMD methodology (matrix… Show more Elaboration of the multiannual budget, strategic planning and capital plan, monitoring of results (budgeted x realized), project feasibility analysis, development of performance monitoring indicators, structuring of reports and views through BI (Business Intelligence), statistical analysis through the “R” software are activities that permeate the day-to-day and guarantee reliable information for the decision making of the company's executives. Implementation of the GMD methodology (matrix management of expenses) as well as preparation of P&L's by area and product. Show less

Structuring analysis of financial indicators, benchmarking peer organizations and preparing Banco Inter's business plan, ensuring the sustainability of the company's expansion plan, is the front line of my work. To enable the valuation of the organization, I prepare presentations for the board of directors, board of directors and investors - allowing better decisions on strategic issues.

Key period for improving my technical skills in financial analysis and business viability. Through a direct relationship with the business owners, I worked to achieve the company's robust goals.

Technical preparation and proactivity were lessons that I took into my career after joining the team of this multinational. There, I managed the routine of interns throughout the national territory and managed the benefits of human capital in Brazil.

Master Of Business Administration (Mba), Finance, Controllership And Audit

Bachelor Of Business, Finance

Activities and Societies: Esportes (natação e futebol)